Waypoint CFO
Strategic Planning
We stand behind business owners by offering a comprehensive suite of services encompassing strategic planning, operational support, and business assistance. By adding depth to management teams, we enable our clients to navigate changes and challenges with confidence, to be comfortable that they have effective structures and systems in place and to analyze and seize opportunities that lead to sustainable growth.
Add a skilled, experienced executive to your team for only those tasks for which they’re needed
STRATEGIC PLANNING
Risk analysis, review or create business plans, finance and expansion plans, goal setting, exit strategies, evaluating opportunities.
OPERATIONS & ANALYSIS
Systems and controls, cash-flow analysis, analyze and monitor key performance indicators
We roll up our sleeves and dig into the data to help you make sense of your own numbers
BUSINESS SUPPORT
Liaise with and interpret external professionals, governance and compliance, accounting system support.
What we do
Strategic planning and problem solving
Streamline operations
Analyze and project cashflow
Allow your small business to function like a large business
Function as your strategic partner and sounding board
What we don’t do
Replace your existing external accountants
Require long-term commitments
Talk over or ignore our clients or their concerns
Experience you can count on
Public accounting, reporting and taxation
Construction and development industry
Cash flow projections and management
Strategic Planning
IPO and prospectus
Capital Raising
Private mortgages, brokerages and compliance
Investment firm compliance
Bookkeeping and extraction and analysis of business data
Meet John Strangway
If your business could use more robust strategic and financial planning, or you could use an experienced team member who can help you deal with the complexities in your environment, our services could be for you. We function as a trusted advisor, providing insights, support and structure to your business. With a fractional CFO you have access to all of the skill and experience of a seasoned professional, while only paying for a portion of their time.
I would love to connect with you about how I can help your business to grow.
John Strangway